Job Description
Are you a detail-driven financial services professional looking to take the next step in your career?
We’re looking for an experienced and motivated Paraplanner to join a successful and forward-thinking financial planning team. This is an exciting opportunity for someone who enjoys technical analysis, creating high-quality client solutions, and working closely with Financial Advisers to deliver exceptional outcomes.
If you have a passion for financial planning, strong technical knowledge, and enjoy making a real difference for clients, we’d love to hear from you.
Key Responsibilities:
* Preparing detailed suitability reports and financial planning recommendations
* Conducting research and analysis across pensions, investments, protection, and retirement planning
* Supporting Financial Advisers with client reviews and advice preparation
* Analysing client information and preparing cashflow and financial planning documents
...
We’re looking for an experienced and motivated Paraplanner to join a successful and forward-thinking financial planning team. This is an exciting opportunity for someone who enjoys technical analysis, creating high-quality client solutions, and working closely with Financial Advisers to deliver exceptional outcomes.
If you have a passion for financial planning, strong technical knowledge, and enjoy making a real difference for clients, we’d love to hear from you.
Key Responsibilities:
* Preparing detailed suitability reports and financial planning recommendations
* Conducting research and analysis across pensions, investments, protection, and retirement planning
* Supporting Financial Advisers with client reviews and advice preparation
* Analysing client information and preparing cashflow and financial planning documents
...